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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,315 | $99,875-54.6% | $146,866-69.1% | $86,983-47.9% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 16.62% | 28.10%-11.5pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $2,123 | $3,224-34.2% | $4,425-52.0% | $2,584-17.9% |
| Participant deferral / active EE | $3,438 | $6,322-45.6% | $7,759-55.7% | $4,194-18.0% |
| Admin fee / account holder | $11,281 | $7,838+43.9% | $13,620-17.2% | $7,856+43.6% |